What High-Level Teaming Looks Like in Estate Planning and Client Advisory Services

Date: Thursday, October 22, 2020
Time: 11:30am - 1:00pm
Location: Minnehaha Country Club & Live Virtual Presentation
Speaker: Jordan Rosen

 

We look forward to offering another in-person meeting of the council. Mr. Rosen will join us from his Deleware office and we'll stream him live into the room at the country club, or online through the virtual presentation you can watch individually from your home or office.

There is a limited amount of IN PERSON attendees for this event. Attendees must pre-register. Virtual attendance is unlimited.

Registration for in-person attendance will close at 5 pm on Monday, October 19th.  

If you do not feel well, or have been exposed to Covid, we ask that you stay home and attend the live webinar.

About the Speaker:

Jordon Rosen, CPA, MST, AEP®
Director, Tax & Small Business , Belfint, Lyons & Shuman, P.A.
Wilmington, DE

Jordon is a Director and shareholder at BLS and heads the firm’s estate and trust practice. Jordon also provides tax consulting and compliance services to the firm’s higher net worth clients and business owners. He is the Past President of the National Association of Estate Planners and Councils (NAEPC) and has served as president of the Delaware Estate Planning Council and the Chester County, PA Estate Planning Council. Jordon is also a member of the AICPA Trust, Estate and Gift Technical Resource Panel and is a member of the editorial board of Thomson Reuters Focus publication.

Jordon is a licensed CPA in Delaware and Pennsylvania and is a member of the Pennsylvania Institute of CPAs, Delaware Society of CPAs, and the AICPA Tax Section. He also holds the designation of Accredited Estate Planner and has been recognized multiple years as a 5-Star Wealth Manager by Philadelphia Magazine and Delaware Today.

Jordon is a frequently sought out speaker both locally and nationally on tax planning and related issues and has published more than 100 articles. He has been a frequent television and radio guest and a past host of Money Talk on 1450-WILM. He received his undergraduate degree in Accounting from Temple University and his Master’s degree in Taxation from Widener University.

 

Meeting Protocol Information:

  • All SFEPC members will be required to pre-register. Since spots are limited, please be courteous to other members and cancel your registration if a conflict arises.
  • SFEPC members will be given priority when registering. Guests will be included only if space allows.
  • A plated meal will be served by Minnehaha Country Club staff. Their staff will be masked and is required to complete a daily screening prior to work.
  • Seating will be 4 people per round table.
  • Attendees are encouraged to wear masks when not eating.
  • The program will also be offered for you to stream at your home or office. If you are not feeling well, or are not comfortable attending in person, please register to attend the live webinar which begins at NOON. A registration link will be provided to members. 

Please Note: An inherent risk of exposure to COVID-19 exists in any public place where people are present.  COVID-19 is an extremely contagious disease that can lead to severe illness and death.  According to the Centers for Disease Control and Prevention, senior citizens and guests with underlying medical conditions are especially vulnerable.

Related Document(s):

See Upcoming Event Calendar